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CAPTRUST FINANCIAL ADVISORS: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FVD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 38,662 FVD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,662 shares
    Change vs previous 13F -1,547 shares

    <0.01% of the 13F portfolio, value $1,862,734.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,209 shares
    Change vs previous 13F +1,025 shares

    <0.01% of the 13F portfolio, value $1,891,036.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,184 shares
    Change vs previous 13F +4,025 shares

    <0.01% of the 13F portfolio, value $1,805,594.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,159 shares
    Change vs previous 13F -715 shares

    <0.01% of the 13F portfolio, value $1,625,756.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,874 shares
    Change vs previous 13F +11,239 shares

    <0.01% of the 13F portfolio, value $1,603,568.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,635 shares
    Change vs previous 13F +1,522 shares

    <0.01% of the 13F portfolio, value $1,098,461.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,113 shares
    Change vs previous 13F +1,778 shares

    <0.01% of the 13F portfolio, value $1,008,641.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $970,512.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).